Summit Place Financial Advisors, LLC Apple Inc. Transaction History

Summit Place Financial Advisors, LLC

  • $197 Million
  • Q3 2025

A detailed history of Summit Place Financial Advisors, LLC transactions in Apple Inc. stock. As of the latest transaction made, Summit Place Financial Advisors, LLC holds 35,454 shares of AAPL stock, worth $9.48 Million. This represents 4.58% of its overall portfolio holdings.

Number of Shares
35,454
Previous 35,176 0.79%
Holding current value
$9.48 Million
Previous $7.22 Million 25.08%
% of portfolio
4.58%
Previous 3.92%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$202.38 - $256.87 $56,261 - $71,409
278 Added 0.79%
35,454 $9.03 Million
Q2 2025

Jul 24, 2025
BUY
$172.42 - $223.89 $232,594 - $302,027
1,349 Added 3.99%
35,176 $7.22 Million
Q1 2025

Apr 28, 2025
BUY
$209.68 - $247.1 $35,645 - $42,007
170 Added 0.51%
33,827 $7.51 Million
Q4 2024

Jan 31, 2025
SELL
$221.69 - $259.02 $101,755 - $118,890
-459 Reduced 1.35%
33,657 $8.43 Million
Q3 2024

Oct 24, 2024
SELL
$207.23 - $234.82 $253,856 - $287,654
-1,225 Reduced 3.47%
34,116 $7.95 Million
Q2 2024

Jul 25, 2024
BUY
$165.0 - $216.67 $80,025 - $105,084
485 Added 1.39%
35,341 $7.44 Million
Q1 2024

Apr 30, 2024
BUY
$169.0 - $195.18 $484,523 - $559,581
2,867 Added 8.96%
34,856 $5.98 Million
Q4 2023

Feb 07, 2024
BUY
$166.89 - $198.11 $77,937 - $92,517
467 Added 1.48%
31,989 $6.16 Million
Q3 2023

Nov 08, 2023
SELL
$170.43 - $196.45 $293,821 - $338,679
-1,724 Reduced 5.19%
31,522 $5.4 Million
Q2 2023

Aug 04, 2023
SELL
$160.1 - $193.97 $123,277 - $149,356
-770 Reduced 2.26%
33,246 $6.45 Million
Q1 2023

Apr 28, 2023
BUY
$125.02 - $164.9 $289,421 - $381,743
2,315 Added 7.3%
34,016 $5.61 Million
Q4 2022

Jan 26, 2023
BUY
$126.04 - $155.74 $388,707 - $480,302
3,084 Added 10.78%
31,701 $0
Q3 2022

Oct 31, 2022
SELL
$138.2 - $174.55 $152,020 - $192,005
-1,100 Reduced 3.7%
28,617 $3.96 Million
Q2 2022

Aug 04, 2022
SELL
$130.06 - $178.44 $104,958 - $144,001
-807 Reduced 2.64%
29,717 $4.06 Million
Q1 2022

May 04, 2022
SELL
$150.62 - $182.01 $446,588 - $539,659
-2,965 Reduced 8.85%
30,524 $5.33 Million
Q4 2021

Jan 25, 2022
SELL
$139.14 - $180.33 $28,801 - $37,328
-207 Reduced 0.61%
33,489 $5.95 Million
Q3 2021

Nov 05, 2021
BUY
$137.27 - $156.69 $94,990 - $108,429
692 Added 2.1%
33,696 $4.77 Million
Q2 2021

Jul 23, 2021
BUY
$122.77 - $136.96 $178,262 - $198,865
1,452 Added 4.6%
33,004 $4.52 Million
Q1 2021

May 07, 2021
SELL
$116.36 - $143.16 $14,545 - $17,895
-125 Reduced 0.39%
31,552 $3.85 Million
Q4 2020

Jan 27, 2021
BUY
$108.77 - $136.69 $32,195 - $40,460
296 Added 0.94%
31,677 $4.2 Million
Q3 2020

Oct 28, 2020
BUY
$91.03 - $134.18 $2.86 Million - $4.21 Million
31,381 New
31,381 $3.63 Million

Others Institutions Holding AAPL

# of Institutions
6,570
Shares Held
8.98B
Call Options Held
227M
Put Options Held
196M
View Full List

About Apple Inc.

AAPL Quotes by TradingView
  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $4.3T
  • Description
  • Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide. It also sells various related services. In addition, the company offers iPhone, a line of smartphones; Mac, a line of personal computers; iPad, a line of multi-purpose tablets; AirPods Max, an over-ear wireless headphone;...
More about AAPL
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